See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,548 | $99,652+25.0% | $78,778+58.1% | $147,584-15.6% |
| Participation rate | 44.4% | 76.2%-31.8pp | 69.2%-24.7pp | 82.8%-38.4pp |
| Annual return | 14.82% | 47.28%-32.5pp | 35.62%-20.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $305 | $2,796-89.1% | $1,986-84.7% | $4,876-93.7% |
| Participant deferral / active EE | $1,034 | $3,664-71.8% | $2,958-65.0% | $5,439-81.0% |
| Admin fee / account holder | $1,324 | $7,155-81.5% | $5,134-74.2% | $10,885-87.8% |